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TrinityPoint Wealth’s Home Depot HD Stock Holding History

TrinityPoint Wealth’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.41M Buy
11,338
+372
+3% +$152K 0.62% 36
2024
Q3 		$4.44M Buy
10,966
+87
+0.8% +$31.7K 0.64% 38
2024
Q2 		$3.74M Buy
10,879
+544
+5% +$186K 0.59% 39
2024
Q1 		$3.96M Buy
10,335
+495
+5% +$181K 0.66% 34
2023
Q4 		$3.41M Buy
9,840
+387
+4% +$120K 0.62% 35
2023
Q3 		$2.86M Buy
9,453
+178
+2% +$57.2K 0.57% 47
2023
Q2 		$2.88M Buy
9,275
+429
+5% +$127K 0.56% 47
2023
Q1 		$2.61M Buy
8,846
+587
+7% +$180K 0.56% 46
2022
Q4 		$2.61M Buy
8,259
+207
+3% +$63.1K 0.59% 41
2022
Q3 		$2.22M Sell
8,052
-4,914
-38% -$1.45M 0.51% 50
2022
Q2 		$3.56M Sell
12,966
-1,714
-12% -$506K 0.79% 30
2022
Q1 		$4.39M Buy
14,680
+204
+1% +$70.8K 0.8% 30
2021
Q4 		$6.01M Sell
14,476
-172
-1% -$65.5K 1.07% 19
2021
Q3 		$4.81M Sell
14,648
-9
-0.1% -$2.96K 0.92% 26
2021
Q2 		$4.67M Buy
14,657
+18
+0.1% +$5.72K 0.96% 21
2021
Q1 		$4.47M Buy
14,639
+3,041
+26% +$838K 1.04% 21
2020
Q4 		$3.28M Buy
11,598
+81
+0.7% +$22.3K 0.79% 32
2020
Q3 		$3.2M Sell
11,517
-234
-2% -$63.4K 0.89% 26
2020
Q2 		$2.94M Buy
11,751
+2,413
+26% +$552K 0.93% 22
2020
Q1 		$1.74M Buy
9,338
+115
+1% +$25.2K 0.69% 36
2019
Q4 		$2.01M Sell
9,223
-1,212
-12% -$274K 0.68% 38
2019
Q3 		$2.45M Buy
10,435
+4,662
+81% +$1.02M 0.85% 29
2019
Q2 		$1.24M Sell
5,773
-60
-1% -$12K 0.59% 46
2019
Q1 		$1.12M Buy
5,833
+2,732
+88% +$501K 0.55% 55
2018
Q4 		$533K Buy
+3,101
New +$556K 0.33% 82

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TrinityPoint Wealth's HD Position: Q4 2024 in Review

TrinityPoint Wealth increased its Home Depot (HD) stake by 3.4% in Q4 2024, buying an estimated $152K and bringing the position to 11,338 shares worth $4.41M. The position accounts for 0.62% of the portfolio, ranked #36.

TrinityPoint Wealth first reported a position in HD in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.01M in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • TrinityPoint Wealth held 11,338 shares of Home Depot worth $4.41M as of Q4 2024.
  • TrinityPoint Wealth bought 372 Home Depot shares in Q4 2024, an estimated $152K.
  • Home Depot made up 0.62% of TrinityPoint Wealth's portfolio in Q4 2024, its #36 holding.
  • TrinityPoint Wealth first reported a position in Home Depot in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Home Depot position peaked at $6.01M in Q4 2021.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.